Skill Groups

The Skill Groups option provides a way of assigning multiple skills to multiple agents at the same time. Skills can be assigned to multiple skill groups but agents can be assigned to only one skill group.

To access the Skill Groups, select the following menu options:

On the left panel of the skill groups screen appears a list of the currently defined groups.

Actions

The following actions are available through the toolbar:

Icon Description
Add a new skill group by providing its details.
Modify the selected skill group.
Removes the selected skill group (with confirmation).
Saves your changes to the system.

Details

Selecting one skill group on the left list shows to the right panels its details for viewing or editing:

  • Name: A name for the skill group
  • Description: A description for the skill group
  • Active (checkbox): De-select this to make the group inactive (selected by default)

It displays a list of the project related skills that are currently allocated to this skill group. Double-clicking a skill navigates you to the Skills screen.

The following actions are available through the section's toolbar:

Icon Description

To add new skill(s) select Client and Project, check the checkboxes of the required skill(s) and click the icon.

Click the icon to update the skills.
Removes the selected skill from the skill group (with confirmation).

It displays a list of the user that are currently allocated to this skill group. The following actions are available through the section's toolbar:

Icon Description

Opens a pop-up window for adding users to the skill group.

  1. Select an Access Level and a (reporting) Team
  2. Provide any search text in First Name, Surname and User Logon Id fields (optional)
  3. Tick the Show Inactive Users checkbox if you want to display them in the results
  4. Click the icon
  5. Select one or more users on the search results by clicking anywhere in the rows
  6. Click the icon

Removes the selected user from the skill group.